← All themes

Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
426	Personal Capital Advisors Redwood City, California	$22.2M	+$2.11M	2	1.02%	Increased
427	Fisher Asset Management Camas, Washington	$22.2M	-$638K	5	0.04%	Reduced
428	Raymond James Financial Services Advisors St. Petersburg, Florida	$22.1M	+$2.44M	10	0.25%	Increased
429	Tudor Investment Corp Stamford, Connecticut	$22.1M	+$952K	9	0.56%	Increased
430	CIBC Private Wealth Group Atlanta, Georgia	$22M	-$1.99M	4	0.17%	Reduced
431	SCM SKBA Capital Management San Francisco, California	$21.9M	-$575K	2	2.21%	Reduced
432	QIM Quantitative Investment Management Charlottesville, Virginia	$21.8M	+$959K	5	1.06%	Increased
433	GC Globeflex Capital San Diego, California	$21.8M	+$115K	7	5.84%	Increased
434	TU TDAM USA Toronto, Ontario, Canada	$21.6M	+$280K	4	1.05%	Increased
435	Jupiter Investment Management London, United Kingdom	$21.5M	+$2.84M	1	0.44%	Increased
436	Johnson Investment Counsel Cincinnati, Ohio	$21.5M	-$10.7M	4	0.75%	Reduced
437	BSPF British Steel Pension Fund London, United Kingdom	$21.3M	+$5.6M	2	2.14%	Increased
438	Swiss Life Asset Management Zurich,	$21.2M	+$98K	4	0.9%	Increased
439	Congress Asset Management Boston, Massachusetts	$21.2M	-$622K	1	0.51%	Reduced
440	ANI American National Insurance Galveston, Texas	$21M	-$57.6K	4	1.25%	Reduced
441	AIM Avity Investment Management Greenwich, Connecticut	$20.9M	-$193K	1	3.36%	Reduced
442	Suntrust Banks Atlanta, Georgia	$20.7M	+$5.32M	7	0.13%	Increased
443	ORIO Old Republic International (ORI) Chicago, Illinois	$20.5M	+$4.81M	1	1.01%	Increased
444	LPL Financial San Diego, California	$20.5M	+$2.76M	12	0.06%	Increased
445	NIP Nicholas Investment Partners Rancho Santa Fe, California	$20.3M	+$1.54M	3	1.48%	Increased
446	TCM Tekne Capital Management New York	$20.1M	$0	1	6.24%	Maintained
447	BB&T Securities Richmond, Virginia	$19.8M	+$8.01M	5	0.32%	Increased
448	REMS Real Estate Management Services	$19.7M	+$321K	1	3.17%	Increased
449	UM Ulysses Management New York	$19.7M	-$9.75M	1	2.13%	Reduced
450	GAMCO Investors Greenwich, Connecticut	$19.5M	-$1M	3	0.13%	Reduced